Broker Check
Betty Harris Custer, CFP®, CRPC

Betty Harris Custer, CFP®, CRPC

Founder & Managing Partner

Betty Harris Custer boasts nearly 50 years of financial planning experience as a member of senior management for several national firms before founding her own firm in 1981.

Custer joined Lincoln Financial Advisors (LFA) in 1984 as one of its first female regional managers. She is a lifetime member of The Resource Group, an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors. Custer also holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor certifications.

Betty Harris Custer takes seriously the commitment to contribute to the community where she lives. She currently serves as: 

  • Chair, Overture Center for the Arts Foundation Board
  • Chair, Lussier Community Education Center (LCEC) Development Council
  • Chazen Museum of Art’s Advisory Council 
  • Capital Campaigns Ambassador, AIDS Resource Center of Wisconsin (ARCW)
  • Capital Campaign Ambassador, the Literacy Network of Dane County
  • Capital Campaign Ambassador, Operation Fresh Start

Additionally, Betty Harris Custer has earned the following awards/honors for her tireless community work:

  • The National Philanthropy Day Volunteer of the Year Award1
  • The National Community Leadership Award2, Invest In Others Foundation
  • 2016 Lifetime Achievement Award, In Business Magazine Women of Industry awards3
  • 2015 Featured in Women in Insurance and Financial Services (WIFS) book “Financial Services: Women at the Top” 4
  • 2012-2018 Circle of Excellence Award, Women in Insurance and Financial Services (WIFS) 5
  • 2010 Woman of Distinction6, YWCA Madison, Wisconsin
  • 2010 Supporters of the Arts7 (Custer and J. Corkey Custer), Wisconsin Governor James Doyle

1Nominees for the National Philanthropy Day Volunteer Fundraiser award must have demonstrated “exceptional skills in coordinating and motivating groups of volunteers for one or more major fundraising projects for the benefit of a charitable institution while advancing philanthropy.”

2Financial advisors nominated for the Invest in Others Foundation’s Community Leadership Award are volunteers at a non-profit organization who have made  outstanding contributions for at least five years and served “with distinction.”

3The criteria for selection was based on individuals who are leaders in the business community, engaged in the community at-large and have an overall desire to enrich their environment. There was no fee paid for the award or to promote the award. Neither Lincoln nor Ms. Custer applied for the award and member in an organization was not required. The award was independently granted

4WIFS surveyed 800 industry females to answer the question: Why do some women achieve major success in the financial services industry and others do not?  The authors analyzed 800 women in the financial service industry with a questionnaire interview looking at lifestyle, how they got into the business. There was no fee paid for the award or to the grantor to promote the award. Lincoln did not apply for the award or to be a member of the organization. The award was independently granted. For more information see

5Qualification for Circle of Excellence is solely based on personal income with various levels awarded to those of different income amounts. Nominations for the award are based on commissions. This award is a ranking of productivity (AUM) by sending w-2s and other reports. The planner completes a questionnaire to provide the required information. There was no fee paid for the award or to the grantor to promote the award. Lincoln did not apply for the award or to be a member of the organization. The award was independently granted.

6Nominees for the YWCA-Madison’s Woman of Distinction award will have made “outstanding achievements in their field of endeavor “and those achievements must “be supportive of YWCA ideals.”

7Nominees for the Wisconsin Governor’s Award in Support of the Arts must have carried out “extraordinary contributions” as “arts leaders and patrons to the vitality of the arts in their communities.”